This webinar explores how charitable gift planning can be integrated into comprehensive financial planning to meet client’s tax, income, and charitable goals. Advisors will gain a practical framework for understanding common charitable vehicles, from tax-efficient outright gifts to life-income strategies, and examples to highlight when each might be appropriate.
As tax laws evolve and clients increasingly want their wealth to reflect their values, it may be advantageous for advisors to be comfortable discussing charitable giving with their clients in order to deepen trust, strengthen client relationships, and differentiate their practice. Clients can benefit through more tax-efficient outcomes, sustainable income solutions, and philanthropic strategies that align their financial plans with what matters most to them.
This Partner Solutions webinar is sponsored by Heifer Foundation, a NAPFA National Partner.
Devin Foster, MA, CFREDirector of planned giving at Heifer Foundation
Devin has been with Heifer Foundation since 2014. After a variety of roles, she now serves as director of planned giving, working with donors and their financial and legal advisors to support charitable giving through wills, trusts, and other gift planning strategies. She values learning what inspires Heifer’s supporters and what makes the organization’s work meaningful to them.
Devin is a CFRE - a Certified Fund-Raising Executive - and she earned her BA in Economics and Anthropology from Macalester College and her MA from Hult International Business School in London. Earlier in her career, she worked in retail banking and held professional licenses in personal financial services before transitioning to the nonprofit sector.
Heifer Foundation is one of NAPFA's National Sponsors and supports the association year-round through conferences, educational programs, virtual events, and member initiatives. We are grateful for their continued partnership and support of NAPFA and its members.